Lombard Securities Incorporated
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 27954
- Registered since
- February 11, 1991
- Website
- www.golombard.com
Firm profile
FINTRXOverview
Lombard Securities Incorporated is a corporation that has been SEC-registered since 1991. The firm is owned by an individual and is classified in the source data as "Unclassified." Available records do not list specific advisory activities, fee structures, or client segments, and the firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
William Socha
Co-CEO & CFOCRD 712323
Charles Fox
Co-ceoCRD 1201770
Terry Donlan Welker
Chief Compliance OfficerCRD 2825889
Contacts
3 of 53
Harvey Byrd
Investment Advisor RepresentativeCRD 5202142
Carrie Busse
Investment Advisor RepresentativeCRD 4270168
Arthur Gallo
Financial AdvisorCRD 6999665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1820 Lancaster St
- Time zone
- ET (UTC-5)
- Office locations
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